Date

29 Jan 2024

Housekeeping

Convener and notes: Martina Schildt
Next meeting: 07 Feb 2024

Discussion items

Problem statements on AGR and INV relationship Owen Stephens

Minutes

Question: How do we manage electronic versus print resources
From Owen's slides:
Libraries wish to
- present all resources to users in a unified way
- manage all resources effectively
- describe resources to enable discovery and management
- order resources effectively
- Dung-Lan in chat: Love the list of "wishes" which can apply to everything we are trying to do essentially :)
traditionally e & p managemtn have been separate
boundaries have blurred - approach can depend on variety of factors, not just p&e divide
FOLIO has attempted to bring together e&p resource management in a single platform, but with mixed success
strengths of FOLIO approach
- ERM functionality allows for e-resources to be well managed - integration with GOKB and EKB
- integration between Agreements and Acquisitions
- there are methods for integrating e-resources with discovery systems
Weaknesses of FOLIO approach
- modular approaches of FOLIO and underlying of Agreements and Invemtory respectively maintains traditional split between e&p
- integration between Agreements and Orders is implemented from Agreements side - whereas integration between Orders and Inventory is a two way integration
- ERM suite, Inventory and Orders overlao in how they can offer support for e-resources
  - including storage of URLs, activation and ways to define packages
- there is no way to make Agreements for resources described in Inventory
- existing implementers have picked the parts across FOLIO apps making sense for them - gaps and overlaps lead to making slightly different decisions though
How to achieve objectives
- present all resources to users in their discovery solution in a unified and comprehensible way
- manage all resources effectively and efficiently avoidong duplication of effort
- describe resources to enable discovery and management
- order resources effectively, incluing p&e orders and "packages" of resources
Discussion
- group agrees to problem statements
- approach: better to take small steps forward
- Laura in chat: If we force everything into Inventory we are recreating the systems we were trying to get away from, in my opinion
- workflows are different, libraries are building FOLIO around their physical workflows
- we need flexibility for different libraries and their decisions
- important: how do we present information to users in discovery
- Laura in chat: Ranganathan: "Save the time of the reader." (law #4)
- Martina: question: do we focus on patrons? Systems users ask regularly for more linking between records. Should we do the record linking as good as we can and then take care that in discovery everything comes together in the best and most comprehensive way?
- Dung-Lan in chat: +1 to what Martina just mentioned.
- Owen: we should do what we can do - but even with IDs we have challenges to link data
  - linked data and entitiy management could be part of the discussion
  - Laura in chat: I was just thinking linked data & entity management, Owen! - but *how* we make those connections is still unclear to me
  - Owen: maybe we need to take steps towards entity management without doing it full
  - manually vs automatic
- with ERM local KB we did not manage to match resources (e.g. via ISBN) even with a single data source
- Owen: it would be helpful in order to pick conversation up again: what are the different services that different modules enable in FOLIO > Owen will work on this
- as a next step think about: what could be an "easy" win - what could be stuff that we could do
- Martina: linking between Orders and Inventory is done manually or orders creates records - what we expect from ERM is automatic matching for a lot of titles in a package - so maybe take small step and be able to link manual?
- libraries asked to be able to link license records to physical journals in Inventory

Next steps

Owen will lay out possibilities to see how people react
- includes outcome of today's discussion
- Sara and Charlotte would be good to have at the call
- in a month time - better on a Wednesday

Chat

18:01:56 Von Martina Schildt | VZG an Alle:
    Agenda: 2024-01-29 Meeting notes: Agreements + Inventory interaction
18:09:47 Von Dung-Lan Chen an Alle:
    Love the list of "wishes" which can apply to everything we are trying to do essentially :)
18:25:55 Von Laura Daniels an Alle:
    If we force everything into Inventory we are recreating the systems we were trying to get away from, in my opinion
18:30:36 Von Martina Schildt | VZG an Alle:
    Totally agree
18:37:35 Von Laura Daniels an Alle:
    Ranganathan: "Save the time of the reader." (law #4)
18:39:22 Von Dung-Lan Chen an Alle:
    +1 to what Martina just mentioned.
18:42:22 Von Laura Daniels an Alle:
    I was just thinking linked data & entity management, Owen!
18:43:04 Von Laura Daniels an Alle:
    but *how* we make those connections is still unclear to me
18:58:23 Von Kristin Martin an Alle:
    I came late because of a very distracting access emergency situation, but I would like to catch up with the whole video, and consider this further too.
18:58:30 Von Owen Stephens an Alle:
    Reacted to "I came late because ..." with 👍

Attendees

Present	Name	Home Organization
	Amanda Ros	TAMU
	Brooks Travis	EBSCO
	Charlotte Whitt	Index Data
	Dennis Bridges	EBSCO
x	Dung-Lan Chen	Skidmore College
	Gill Osguthorpe	UX/UI Designer - K-Int
x	Heather McMillan Thoele	TAMU
	Ian Ibbotson	Developer Lead - K-Int
	Jana Freytag	VZG, Göttingen
	Khalilah Gambrell	EBSCO
x	Kimberly Pamplin
x	Kristin Martin	Chicago
x	Laura Daniels	Cornell
	Lloyd Chittenden	Marmot Library Network
	Marc Johnson	K-Int
x	Martina Schildt	VZG, Göttingen
x	Martina Tumulla	hbz, Cologne
regrets	Maura Byrne	Chicago
	Mike Gorrell	Index Data
	Mike Taylor	Index Data
	Natascha Owens	Chicago
x	Owen Stephens	Product Owner - Owen Stephens Consulting
	Patty Wanninger	EBSCO
	Sara Colglazier	Five Colleges / Mount Holyoke College Library
	Kimie Kester	EBSCO
	John Coburn	EBSCO
	Zak Burke	EBSCO
	Corrie Hutchinson	Index Data
	Lisa McColl	Lehigh
	Jean Pajerek	Cornell
	Mark Veksler
	Scott Perry	U. of Chicago
	Sharon Belaine	Cornell
	vbar
	Natalya Pikulik	Cornell
	Kara Hart
x	Cathy Tuohy
x	Jamie Jesanis
	Tara Barnett	Index Data

Action items

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